Insurance Representatives

Real estate and insurance are unique tools that are linked to help clients create legacy wealth for their families/beneficiaries.

From life insurance, installment sales, to protecting the real estate entity itself we collaborate with insurance representatives to optimize their real estate portfolio. We partner with insurance representatives to give them the variables needed to make educated real estate decisions.

Our Real Estate Portfolio “Health Checks” Includes The Following:

  • Geographical mapping of the location of all properties

  • Shows how each property is titled

  • Property types (residential, commercial, usage)

  • Original purchase price

  • Purchase year

  • Client’s estimated value

  • Current market value (our valuation)

  • NOI

  • CAP rate

  • Loan balance

  • Equity

How Can We Help?